See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,906 | $209,336-69.0% | $197,124-67.1% | $137,256-52.7% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 20.24% | 48.09%-27.8pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,681 | $6,591-59.3% | $6,227-56.9% | $4,156-35.5% |
| Participant deferral / active EE | $4,604 | $9,614-52.1% | $9,135-49.6% | $6,407-28.1% |
| Admin fee / account holder | $407 | $17,308-97.6% | $16,298-97.5% | $12,270-96.7% |